PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Beazer Homes USA, Inc. (BZH)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS07556Q8814
CUSIP07556Q881
SectorConsumer Cyclical
IndustryResidential Construction

Highlights

Market Cap$907.62M
EPS$5.19
PE Ratio5.54
PEG Ratio6.17
Revenue (TTM)$2.15B
Gross Profit (TTM)$443.34M
EBITDA (TTM)$179.03M
Year Range$20.04 - $35.93
Target Price$37.67
Short %2.89%
Short Ratio2.51

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Beazer Homes USA, Inc.

Popular comparisons: BZH vs. MHO, BZH vs. PHM, BZH vs. BLDR, BZH vs. DHI

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Beazer Homes USA, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%200.00%400.00%600.00%800.00%1,000.00%December2024FebruaryMarchAprilMay
-3.64%
1,027.50%
BZH (Beazer Homes USA, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Beazer Homes USA, Inc. had a return of -17.93% year-to-date (YTD) and 34.61% in the last 12 months. Over the past 10 years, Beazer Homes USA, Inc. had an annualized return of 3.60%, while the S&P 500 had an annualized return of 10.83%, indicating that Beazer Homes USA, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-17.93%11.26%
1 month4.29%5.92%
6 months5.48%16.47%
1 year34.61%28.02%
5 years (annualized)23.44%13.47%
10 years (annualized)3.60%10.83%

Monthly Returns

The table below presents the monthly returns of BZH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-6.04%-1.32%4.69%-14.54%-17.93%
202328.29%-8.92%6.51%34.19%-4.88%39.57%18.88%-12.85%-15.01%-2.89%8.76%28.43%164.81%
2022-21.45%-10.25%-7.03%-0.92%7.49%-25.54%22.20%-3.46%-32.09%16.96%20.69%-6.52%-45.05%
20219.70%6.32%18.39%6.64%6.72%-18.98%-5.34%2.46%-7.80%4.99%8.45%18.23%53.27%
2020-2.69%-10.84%-47.47%9.32%39.49%2.55%11.12%9.38%7.84%-7.73%21.59%2.30%7.22%
201932.17%-3.27%-5.03%15.46%-31.68%5.84%21.96%6.91%18.91%0.74%2.07%-7.77%49.05%
2018-3.49%-15.21%1.46%-7.96%2.86%-2.32%-13.15%-0.00%-18.03%-16.10%27.81%-15.81%-50.65%
20177.22%-14.45%-0.57%2.31%-1.69%12.46%-3.35%12.44%25.69%11.95%0.86%-9.22%44.44%
2016-25.59%-14.39%19.13%-5.73%-4.50%-1.27%23.74%17.31%3.64%-12.26%31.77%-1.34%15.75%
2015-18.39%7.85%3.99%-1.19%4.63%8.90%-3.86%-12.93%-20.18%6.83%0.70%-19.87%-40.65%
2014-7.82%3.02%-13.41%-5.58%3.22%7.20%-26.84%22.80%-10.98%6.85%11.21%-2.91%-20.72%
201311.43%-17.27%1.73%2.02%28.09%-15.36%-1.88%-1.45%6.26%0.94%14.53%17.35%44.58%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BZH is 64, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of BZH is 6464
BZH (Beazer Homes USA, Inc.)
The Sharpe Ratio Rank of BZH is 6565Sharpe Ratio Rank
The Sortino Ratio Rank of BZH is 6666Sortino Ratio Rank
The Omega Ratio Rank of BZH is 6464Omega Ratio Rank
The Calmar Ratio Rank of BZH is 6161Calmar Ratio Rank
The Martin Ratio Rank of BZH is 6464Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Beazer Homes USA, Inc. (BZH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BZH
Sharpe ratio
The chart of Sharpe ratio for BZH, currently valued at 0.64, compared to the broader market-2.00-1.000.001.002.003.000.64
Sortino ratio
The chart of Sortino ratio for BZH, currently valued at 1.35, compared to the broader market-4.00-2.000.002.004.006.001.35
Omega ratio
The chart of Omega ratio for BZH, currently valued at 1.16, compared to the broader market0.501.001.502.001.16
Calmar ratio
The chart of Calmar ratio for BZH, currently valued at 0.36, compared to the broader market0.002.004.006.000.36
Martin ratio
The chart of Martin ratio for BZH, currently valued at 1.88, compared to the broader market-10.000.0010.0020.0030.001.88
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.31, compared to the broader market-2.00-1.000.001.002.003.002.31
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.27, compared to the broader market-4.00-2.000.002.004.006.003.27
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.40, compared to the broader market0.501.001.502.001.40
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.87, compared to the broader market0.002.004.006.001.87
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.82, compared to the broader market-10.000.0010.0020.0030.008.82

Sharpe Ratio

The current Beazer Homes USA, Inc. Sharpe ratio is 0.64. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Beazer Homes USA, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00December2024FebruaryMarchAprilMay
0.64
2.31
BZH (Beazer Homes USA, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Beazer Homes USA, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%December2024FebruaryMarchAprilMay
-93.08%
-0.27%
BZH (Beazer Homes USA, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Beazer Homes USA, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Beazer Homes USA, Inc. was 99.69%, occurring on Mar 9, 2009. The portfolio has not yet recovered.

The current Beazer Homes USA, Inc. drawdown is 93.08%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.69%Jan 11, 2006794Mar 9, 2009
-46.01%Jul 20, 200165Oct 25, 200161Jan 24, 2002126
-43.73%Mar 4, 2002154Oct 9, 2002168Jun 11, 2003322
-40.28%Feb 1, 1999183Oct 20, 1999238Sep 29, 2000421
-39.86%Mar 22, 1994169Nov 22, 1994238Nov 8, 1995407

Volatility

Volatility Chart

The current Beazer Homes USA, Inc. volatility is 11.92%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%December2024FebruaryMarchAprilMay
11.92%
2.99%
BZH (Beazer Homes USA, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Beazer Homes USA, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items